KVann_ProjectPart02_012811 - Course Project Section 2 1 The...

Course Project Section 2 1 The first position that will need to participate in training will be Branch Managers. They will be required to lead the branch financial team in meeting and exceeding in overall sales, services and operational goals. The branch managers will need to manage branch activities by performing and attaining the following: A bachelor’s degree (B.A.) is a must and preferably minimum 5-7 years previous management experience or an equivalent combination of education and experience 7-10 years of experience in a financial institution. They will be responsible for the overall direction and evaluation of each of the branch’s activities. Branch managers must have the ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations, write reports, business correspondence, and procedure manuals, effectively present information and respond to questions from groups of managers, staff, customers, and the general public. Life, Health & Series 6 & 63 licenses are a

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